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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,310 | $217,432+27.5% | $185,851+49.2% | $167,553+65.5% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 14.36% | 148.43%-134.1pp | 122.11%-107.7pp | 478.89%-464.5pp |
| Employer contribution / active EE | $5,333 | $5,874-9.2% | $5,168+3.2% | $4,840+10.2% |
| Participant deferral / active EE | $17,333 | $6,357+172.7% | $5,569+211.3% | $6,343+173.3% |
| Admin fee / account holder | $1,060 | $19,820-94.7% | $16,245-93.5% | $12,316-91.4% |